Business Accounts

B2B accounts allow corporate customers to browse and order with custom pricing, net payment terms, and tax exemption — separate from your regular retail storefront.

Overview

A Business Account is a verified corporate customer profile. Once approved, the business can log in to your storefront and see their contract pricing, pay on net terms, and manage their own orders without calling you for every reorder.

Common use cases: corporate swag clients, uniform programs for restaurants or retail chains, school districts with centralized purchasing.

Inviting a Business to Self-Onboard

The cleanest way to set up a business account is to send an email invite. Go to Admin → Business Accounts → Invite Business and enter:

• Contact email — The decision-maker or purchasing agent's email.
• Business name — Pre-fills the onboarding form (the customer can edit it).
• Custom message — (Optional) A personal note in the invite email.

The business receives a branded invite email with a secure onboarding link. The link is valid for 7 days.

The Business Onboarding Experience

When the business clicks the onboarding link, they are walked through a 4-step form:

1. Business info — Company name, address, phone, and EIN (for tax exemption, if applicable).
2. Primary contact — Name, title, and password for their account login.
3. Tax exemption — Option to upload a tax exemption certificate. This is reviewed by you before being activated.
4. Review & submit — They review their info and submit. The account enters PENDING_APPROVAL status.

You receive a notification when a business completes onboarding. Review their info in Admin → Business Accounts and click Approve or Request More Info.

Managing Active Accounts

The Business Accounts list shows all accounts with their status (PENDING, ACTIVE, SUSPENDED), last order date, total spend, and credit balance. Click any account to see:

• Full business profile and contacts
• Order history for this account
• Current credit balance and limit
• Payment terms setting
• Tax exemption status
• Account notes (internal only)

Payment Terms

You can set payment terms per account. Available options:

• Credit card only — Standard checkout, payment at time of order. Default.
• Net 15 — Invoice due within 15 days of order date.
• Net 30 — Invoice due within 30 days.
• Net 60 — Invoice due within 60 days.
• Prepaid — Customer pre-pays a credit balance; orders draw from that balance.

When a business places an order on net terms, the order is created with PENDING payment status and an invoice is automatically generated and emailed to the business. You can mark invoices as paid manually, or connect your accounting software via the API.

Credit Limits

Set a credit limit on each net terms account. If the business's outstanding balance exceeds the limit, they will not be able to place new orders on net terms until existing invoices are paid. You can always override this limit manually from the account detail page.

Tax Exemption

If the business uploads a tax exemption certificate during onboarding, their certificate is stored in their account profile. Once you verify and approve it, mark the account as Tax Exempt. All future orders from this account will have tax removed at checkout.

Tax exemption certificates should be reviewed carefully. SpreeShop does not verify certificate validity — that is your responsibility as the seller.